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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,906 | $55,472-46.1% | $155,567-80.8% | $74,546-59.9% |
| Participation rate | 21.6% | 61.9%-40.3pp | 78.2%-56.6pp | 67.2%-45.6pp |
| Annual return | 23.37% | 268.72%-245.3pp | 64.74%-41.4pp | 1366.03%-1342.7pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,193 | $2,838-22.7% | $5,628-61.0% | $4,347-49.6% |
| Admin fee / account holder | $2,189 | $1,743+25.6% | $15,916-86.2% | $1,944+12.6% |